Serve as a main point of contact for the field force to provide information and guidance on licensing and appointments, commissions, coding, errors and omissions, mywfg.com website, systems, and other operational functions related World Financial Group (WFG), World Financial Group Insurance Agency (WFGIA), and Transamerica Financial Advisors (TFA).

Responsibilities

  • Answer inbound calls and emails from the field force regarding licensing and appointments, commissions, coding, points, marketing promotions, and other operational functions.  Obtain information from a variety of sources/systems and analyze account activity, products, and programs as needed. 
  • Monitor process queues to ensure service level agreements are met.
  • Assist field force with navigation of various tools offered on the WFG website, WFG mail, Salesforce, etc.
  • Develop and maintain relationships with the field force; help set expectations on processing times, peak times, etc.
  • Participate in conference calls to stay up-to-date on available marketing programs.

Qualifications

  • Bachelor’s degree in a business field or equivalent education/experience
  • Two years of call center, customer service, or related work experience
  • Excellent written and oral communication skills
  • Strong customer service skills
  • Strong problem-solving and decision-making skills
  • Ability to prioritize multiple responsibilities, including high-volumes calls and processing
  • Attention to detail
  • Technical aptitude to assist field force with system navigation
  • Proficiency using MS Office

Preferred Qualifications

  • Experience in the financial services industry, including products, services, and general operational procedures
  • Knowledge of WFG

Working Conditions

  • Hours: 9-6 EST

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The hourly rate for this position generally ranges between $17.00 - $20.00 hourly. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

#LI-HR1

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.